Edmond Miles Watters

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 09/2022
  Mid Atlantic Capital Corp
  Pittsburgh, PA
• 05/2011 → 09/2022
  Cline Financial Group Llc
  Pittsburgh, PA
• 09/2022 → Present
  Morgan Stanley Smith Barney Llc
  Pittsburgh, PA
• 10/2022 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*525137 - Sterling Real Estate Ventures, LLC; Investment related: Yes; Sharpsburg, Pennsylvania; Real Estate; Manager / Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2016; During business hours: 0; After business hours: 20; Other 2) *525152 - Rental Property ; Investment Related -Yes ; Real Estate , Pittsburgh, PA 15215; Rental Condo Unit; Owner; 01/01/2009; Hours per Month: 0; During Business Hours: 0; Professionally managed rental condo in Denver, Colorado. *525463 - The Neighborhood Academy; Investment Related - No; Pittsburgh, Pennsylvania; Education; Board Member, Chair of Nominating and Governance Committee. Executive Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2022; During Business Hours: 1; After Business Hours:7; Business Development/Growth, Labor/Service, Marketing, Fundraising

Exams

• S66 Uniform Combined State Law Examination
  2022-11-21
• S63 Uniform Securities Agent State Law Examination
  2009-03-27

Other Names

• Eddie Watters